[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

Re: For those interested in the CRM/Entity management

On 5/29/07, David Tangye <..hidden..> wrote:
That seems to be going in the right direction. It would be nice to
have comments on the columns, but the usage of most can be guessed by
good naming.

Two questions:
1. Column "entity_class  (not null)" in TABLE "entity": is it
something like "current_default/primary_class", whatever that might

Ok.  Think of an entity as a "legal person" (corporate or natural) and
a contact as a "natural person."  The idea is that each entity has one
primary class and may have many auxiliary classes.  So an entity can
be a customer, a vendor, etc. all at once.

2. The term and term fragment "class" (assuming it means "our way of
classifying the entities") might be better understood using the term
and term fragment "role". Term fragments class/group/type are all
shallow terms in entity/logical modelling. What we want to know is WHY
we are classifying/grouping/typifying an entity.

Think of possible classes as any of (lead, customer, vendor, member,
any that might be added later).  I tend to think of "role" as being
somethign that defines what something defines what something does,
while this allows us to essentially categorize legal persons with
whome we do business or intend to do such business.

The reason for making
the classification/grouping/typification is usually the best term to
use. In this case we are classifying based on the role the entity has.
Therefore "role" is a better choice than "class" in this model. Before
you go further I would rename "class" to "role" everywhere that it
occurs in this physical model.

Wouldn't that get confusing when we implement "role-level security" for users?

Later you might also classify entities in another way, eg based on
whether they are current or not, alive or dead perhaps.

(Rules for classification can be implicit in events/transactions that
change the state of an entity(in logical modelling) from oe state to
another, and be explicitly or redundantly recorded in both the logical
and physical models as classifications.)

I would suggest that both role and class are both well understood
English terms relating to divisions based on the nature of the
interaction.  Since Role is intended to be used elsewhere, I would
suggest we stick with class.

Best Wishes,
Chris Travers